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Prepared Retirement Institute’s Sadot Group SDOT Stock Holding History

Prepared Retirement Institute’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$17K – 81
2024
Q3 		$17K Hold
20
– – 0.01% 80
2024
Q2 		$15.3K Hold
20
– – 0.01% 81
2024
Q1 		$12K Buy
+20
New +$14.3K 0.01% 70

Other funds holding SDOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prepared Retirement Institute's SDOT Position: Q4 2024 in Review

Prepared Retirement Institute sold out of Sadot Group (SDOT) in Q4 2024, closing a stake of 20 shares — an estimated $17K sold.

Prepared Retirement Institute first reported a position in SDOT in Q1 2024 and held it in 3 quarters. The position peaked at $17K in Q3 2024. 10 funds tracked by Wall St. Rank hold SDOT as of Q4 2024.

  • Prepared Retirement Institute reported no remaining Sadot Group position as of Q4 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 20 Sadot Group shares in Q4 2024, an estimated $17K.
  • Prepared Retirement Institute first reported a position in Sadot Group in Q1 2024 and held it in 3 quarters.
  • Prepared Retirement Institute's Sadot Group position peaked at $17K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Sadot Group as of Q4 2024.

Based on Prepared Retirement Institute's 13F filing for Q4 2024, filed 13 Feb 2025.